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Financial Services |
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Ron Baker |
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Reverse Mortgage |
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Bob Blaisdell |
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We advise and assist in Risk Management: Life, Accident, Health Insurance, also long term care and income replacement. We also assist in business succession, portfolio management, investment and annuities. We develop unique and creative strategies for estate planning. |
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Cindy Bovaird |
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South Shore Savings Bank is a mutual savings bank. We assist seniors with finances and reverse mortgages. |
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Bob Bowen Poli Mortgage, the second largest privately held mortgage company in New England, is both a lender and a mortgage broker. Borrowers receive an analysis of the current loan and suggested loan programs with the objective being attainment of financial objectives through the mortgage which best suites them. |
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John Bridges John Bridges is a long term care specialist who provides a resource of information about options for both healthy and health impaired individuals or business owners who want to protect against the risk of long term care. |
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Denise Bruce Providing over 2000 mortgage products and outstanding personal customer
service in mortgage financial planning. |
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Martin D. Cohen |
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Charles DiPirro |
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We advise and assist in Risk Management: Life, Accident, Health Insurance, also long term care and income replacement. We also assist in business succession, portfolio management, investment and annuities. We develop unique and creative strategies for estate planning. |
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Christine M Fitzsimmons We provide personalized, responsive service in the health, life and
financial needs of Seniors through asset protection including AARP Medicare
Supplement (by United HealthCare Insurance Company), Long Term Care Insurance,
Senior Life Insurance, Fixed-Equity Indexed Annuities, Full Range of Investments,
Retirement Planning, Financial Planning, and Medicaid Planning. Call us
for a Free Consultation. |
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Susan Grunwald |
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Donna Jacobson |
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Providing Long Term Care Insurance to help folks protect themselves and their families from the consequences of Long Term Care. |
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Meredith Johnson |
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Surprised to find The Salvation Army in
this category? Financially savvy |
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Veva D. Johnson |
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Assist seniors and their caregivers with bill paying, insurance claims, bank reconciliations, record keeping and gathering all tax information for tax return preparation. Assist with other legal filings of guardianship, medicare/long-term care applications and estate tax returns as we work with your accountant and attorney. |
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Bill McCormick |
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Reverse Morgage Specialist. |
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Craig Phillips |
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Assist seniors with home financing solutions concentrating specifically with the Federally Insured Home Equity Conversion Mortgage. This program enables individuals aged 62 or older to convert some of their home’s equity into tax-free cash. Unlike traditional equity loans, no repayment is required until the home is no longer the principal residence. |
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Paul Savery Wells Fargo is the nation's largest provider of Reverse Mortgages and
the only AAA rated bank in the USA. From the time of your application,
we work with you directly throughout the life of your reverse mortgage.
For over 155 years, the Wells Fargo name has stood for reliability and
integrity. I look forward to working with you on your reverse mortgage! |
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Debbie Whitman Service for individuals: We'll write your checks, prepare your stubs and envelopes, all you do is sign the check and mail. Monthly we can reconcile your bank accounts. Businesses: Process receivables, customer payments and payables, print invoices, write checks, reconcile bank accounts. Services can be customized to your specific needs. |
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